View and edit contacts

All contacts imported or created in triConvey can be viewed in the Contacts View.

Table of Contents

• Edit your contacts
• View contact details in a matter

Edit your contacts

1.    Either:

1. select Contacts from the triConvey Home Dashboard; or
   
   
2. type the name of the contact in the Quick Search bar.

2.    Double-click on the contact to open the Contact Card, where you can edit the contact.

3.    Select Save.

Learn more about entering contact information.

View contact details in a matter

By selecting a party in the Matter Details section, you can view their contact information in the Contact Details section on the right side of the matter window. This allows you to draft an email or letter to the party, or make any necessary changes to their contact information.

1.    Select a party from the Matter Details section.  Do not double-click.

2.    Scroll down to Contact Details under Matter Widgets to view the selected parties details.

Tip:  You can use the Contact Details section to draft an email or letter to the party or make any necessary changes to their contact information.